Wells Family of Companies | Convergex Group

Wells Family of Investment Companies

Financial Advisor Toolbox | Convergex Group

Why Join Wells?  Financial Advisor Toolbox  Practice Management Wealth Management Trust Services and Succession Planning Transition Contact Us
 
Market Data and News Research Tools
Dow Jones Argus Albridge
Interactive Data Corporation Convergex Group Advent
Thomson Reuters Credit Suisse Equifax
  Market Edge MoneyGuidePro
  Morningstar Morningstar
  The Ranking Service NaviPlan
  Standard & Poor's Redtail
  Thomson Reuters Salesforce.com
    Wealth2k
    Black Diamond
Convergex Group. Convergex Group employs a global network of more than 90 independent research providers. It offers recommendations from multiple research firms, arrived at without collaboration, resulting in a consensus view on a given security. Additionally, Convergex Group provides a single-page report illustrating a comparable study of where a security lies within its respective industry and sector.
 
 
         

Valor Financial Securities LLC. Member FINRA & SIPC